Director, Endowment Funds

Reports to Senior Director, Gift Planning and Endowments

ORGANIZATIONAL OVERVIEW

At the Jewish Community Federation and Endowment Fund (the Federation), we envision diverse, dynamic Bay Area Jewish communities, deeply engaged in Jewish life and doing good locally, in Israel, and around the world. We create opportunities for people in the Bay Area to connect with and contribute to their communities. Our work is guided by the timeless Jewish values of kehilla (community), tzedakah (giving with just intention), tzedek (pursuing justice), and tikkun olam (repairing the world).

Together, our community is shaping Jewish life in the Bay Area by focusing on three main priorities. First, we’re working to foster and facilitate more impactful philanthropy. Second, we’re working to ensure security and resilience for local Jewish families. And third, we’re engaging the next generation of Bay Area Jews, so they too can find connection and meaning in the values and traditions of Judaism.

The Federation seeks highly motivated individuals with a variety of skill sets to build the next generation of Federation engagement. We are especially interested in forward-thinking, collaborative, and open-minded candidates who are willing to take risks, possess a high level of integrity, and model a positive attitude that inspires confidence.

POSITION SUMMARY

As a key member of the Philanthropy Team, the Director, Endowment Funds, will have overall responsibility for the management of all restricted funds and operations of the Gift Planning and Endowments department. The Director oversees the proper use and management of donor-restricted, agency/synagogue, field of interest, and unrestricted endowment funds, providing top-notch service to individual donors and organizations who have made charitable investments in the community through the Federation. The Director will ensure efficient, effective department operations for $400+ MM in assets under management and $200+ MM in planned gift expectancies, working in close coordination with the Gift Planning Associate, the Senior Director of Gift Planning and Endowments, the Finance and Accounting team, and other members of the Philanthropy group. The Director will provide service and support to Bay Area Jewish agencies and synagogues in their efforts to manage and build long-term funding for their missions, building relationships with staff and volunteer leadership, cultivating new organizational partnerships, and developing new agency/synagogue funds.

ESSENTIAL FUNCTIONS OF THE POSITION

Fund Management

  • Direct administration of donor-restricted endowment, field of interest, scholarship, and award funds in collaboration with Finance, Community Impact, Philanthropy and/or Leadership Development teams.
  • Oversee endowment and agency fund operations, including account management, grantmaking, contribution processing, reporting, and fund-by-fund record-keeping across data platforms, in close coordination with the Finance and Accounting department.
  • Support the Senior Director in providing top-notch, responsive service and financial reporting to individual restricted endowment fund donors (field of interest, scholarship, and award funds).
  • Assist the Senior Director of Gift Planning and Endowments in interacting with outside service providers and administrators as needed to ensure proper management of planned giving vehicles, such as charitable gift annuities.
  • Develop and implement streamlined multi-year processes for administration of scholarship and awards funds, in coordination with Philanthropy, Marketing and Leadership Development teams and selection committees.
  • Manage efforts to continuously improve operations and administrative functions required to administer 400+ restricted funds and unrestricted endowment funds.
  • Partner, coach, and advise the Community Impact team on use of program-specific and field of interest endowment funds, including best use of funds, fulfillment of donor intent, and appropriate flexibility within donor restrictions.
  • On occasion act as designated staff person supporting committees composed of volunteers overseeing field of interest funds (e.g., making awards to grantees benefiting Israel, education, etc.) and award
  • funds (e.g., recognizing upcoming and established volunteer leaders, etc.) as needed, in coordination with Community Impact, Philanthropy, and Leadership Development groups.
  • With the Senior Director of Gift Planning and Endowments, and in coordination with the Community Impact Department, design and oversee endowment and field of interest fund terms and agreements that fulfill donor intent and remain operationally sustainable over time, serving as primary or supporting contact to founding donors as relevant.
  • Ensure all restricted funds and unrestricted endowment funds fulfill donor intent, uphold the Federation mission, maximize philanthropic impact, and operate in compliance with applicable law and regulations, in coordination with the Senior Director of Gift Planning and Endowments and with the assistance of outside counsel as needed.
  • Other duties as assigned.

Agency/Synagogue Relationship Management, Advising, and Development

  • Serve as lead representative for agency/synagogue partners around their Federation funds, providing top-notch, responsive service and financial reporting.
  • Develop and increase new agency/synagogue fund opportunity pipeline; prepare and deliver materials and Board presentations for potential agency partnerships; open, administer, and retain agency/synagogue funds.
  • Develop a thorough knowledge of local Jewish agencies and synagogues to enhance service and business development opportunities.
  • Provide agency and synagogue staff and volunteer leadership with individual advice, training and support, and community-wide programming around legacy giving and endowment-building, toward the goal of enhancing organizational financial sustainability and the Federation's standing in the Jewish community.
  • Other duties as assigned.

EDUCATION OR TRAINING EQUIVALENT

  • Bachelor’s degree or equivalent; graduate degree and/or experience in law, accounting, finance, business, or related field desirable
  • 5+ years of experience in foundation services, non-profit, investment management, or other client service-focused fields
  • Experience in a multi-faceted environment (philanthropy, finance, community impact, planned gifts, donor advised vehicles) desired
  • Experience in working with volunteer leadership desired

QUALIFICATIONS (SKILLS, ABILITIES, LICENSES)

  • Technical knowledge and experience in the field of philanthropy, planned giving, endowments, investments, and/or estate planning; community foundation experience highly desired
  • Excellent verbal and written communication skills
  • Total attention to detail and accuracy
  • Familiarity with accounting, investment management, and financial operations; facility with numbers, measurement, and reporting
  • Exceptional relationship-building skills
  • Focus on donor service
  • Knowledge of and appreciation for the Jewish community, its customs and practices
  • Demonstrated ability to establish and meet objectives and performance standards
  • Proficiency in MS Office Suite, constituent relationship management (CRM) systems, and various electronic communication tools; experience with accounting databases desired
  • Proven ability to work collaboratively in a highly motivated goal-oriented team environment
  • Willingness to learn new skills

Compensation range: $130,000-$150,000

TO APPLY

Please send a copy of your resume with a cover letter to hr@sfjcf.org. All applications and inquiries will receive a response and will be kept strictly confidential.

Salary commensurate with experience. Excellent benefits — medical, dental, vision, vacation, sick pay, holidays (including Jewish), and retirement plan.

Please note that the Federation requires COVID-19 vaccination for new hires, and is planning a hybrid work model of working two days a week in our office.

The Jewish Community Federation and Endowment Fund is an equal opportunity employer. We are committed to employment equity throughout all levels of the organization. All qualified applicants will receive consideration for employment without regard to race, religion, sex, orientation, ethnicity, national origin, disability, or veteran status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records.

We are committed to building an organizational culture that advances diversity, equity, racial justice, and belonging. Read Our Commitment to Diversity to learn more.